拓日新能成立于2002年8月15日，2008年2月28日在深圳证券交易所上市，注册地址和办公地址均位于广东 省深圳市。该公司是国内较早涉足太阳能光伏领域的企业，拥有完整的产业链，具备较强的技术研发和生 产能力。 拓日新能主要从事研发、生产、销售非晶硅、单晶硅、多晶硅太阳能电池芯片、太阳能电池组件以及太阳 能电池应用产品。所属申万行业为公用事业 - 电力 - 光伏发电，所属概念板块包括光伏胶膜、小盘、低价 核聚变、超导概念、核电。 经营业绩：营收行业第9，净利润第11 2025年三季度，拓日新能实现营业收入8.13亿元，在行业13家公司中排名第9。行业第一名太阳能营收 41.01亿元，第二名浙江新能营收38.55亿元，行业平均数为20.08亿元，中位数为24.57亿元。当期净利润为 -1.09亿元，行业排名11/13，行业第一名太阳能净利润11.29亿元，第二名浙江新能净利润8.6亿元，行业平 均数为2.45亿元，中位数为1.86亿元。 资产负债率低于同业平均，毛利率低于同业平均 偿债能力方面，2025年三季度拓日新能资产负债率为39.04%，去年同期为39.05%，低于行业平均的 62.14%，公司偿债压力相 ...

10月31日，联泓新科盘中上涨2.01%，截至10:04，报20.27元/股，成交6636.78万元，换手率0.25%，总 市值270.72亿元。 联泓新科所属申万行业为：电力设备-光伏设备-光伏辅材。所属概念板块包括：光伏胶膜、可降解、人 形机器人、中盘、PEEK概念等。 截至9月30日，联泓新科股东户数6.48万，较上期增加19.55%；人均流通股20585股，较上期减少 16.36%。2025年1月-9月，联泓新科实现营业收入45.68亿元，同比减少8.02%；归母净利润2.32亿元，同 比增长30.32%。 分红方面，联泓新科A股上市后累计派现9.27亿元。近三年，累计派现4.54亿元。 机构持仓方面，截止2025年9月30日，联泓新科十大流通股东中，鹏华中证细分化工产业主题ETF联接A （014942）位居第五大流通股东，持股599.99万股，为新进股东。南方中证500ETF（510500）位居第 六大流通股东，持股590.95万股，相比上期减少11.04万股。香港中央结算有限公司位居第七大流通股 东，持股473.64万股，相比上期减少260.12万股。光伏ETF（515790）位居第八大流通股东， ...

Core Viewpoint - Lianhong Xinke is a leading domestic supplier of new material products and solutions, focusing on research, production, and sales in the photovoltaic equipment sector, with a comprehensive industry chain advantage [1] Financial Performance - In Q3 2025, Lianhong Xinke achieved a revenue of 4.568 billion yuan, ranking 7th in the industry, surpassing the industry average of 4.392 billion yuan but below the top two competitors, Dike Co. at 12.724 billion yuan and Fulaite at 12.464 billion yuan [2] - The net profit for the same period was 239 million yuan, ranking 3rd in the industry, higher than the industry average of 51.964 million yuan but lower than the top two competitors, Foster at 668 million yuan and Fulaite at 650 million yuan [2] Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 64.84%, up from 58.44% year-on-year and above the industry average of 49.56% [3] - The gross profit margin for Q3 2025 was 19.47%, an increase from 15.33% year-on-year and higher than the industry average of 6.43% [3] Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 19.55% to 64,800, while the average number of circulating A-shares held per shareholder decreased by 16.36% to 20,600 [5] - Notable changes among the top ten circulating shareholders include the entry of Penghua CSI Segmented Chemical Industry Theme ETF as the fifth largest shareholder, holding 5.9999 million shares [5] Business Highlights - The company reported a revenue decline of 8.02% year-on-year for the first three quarters of 2025, totaling 4.568 billion yuan, while the net profit increased by 30.32% to 2.32 billion yuan [6] - Key business highlights include improved demand for EVA, steady growth in UHMWPE, and the planned launch of new projects such as the integrated project for new energy materials and biodegradable materials [6]

Core Viewpoint - Foster is a leading global enterprise in photovoltaic packaging materials, primarily engaged in the research, production, and sales of solar cell encapsulation films and other related products, showcasing differentiated advantages in technology and scale [1] Group 1: Business Performance - In Q3 2025, Foster achieved a revenue of 11.788 billion yuan, ranking 3rd in the industry, surpassing the industry average of 4.392 billion yuan and the median of 2.26 billion yuan [2] - The main business composition includes photovoltaic encapsulation films at 7.215 billion yuan, accounting for 90.65% of total revenue, and photosensitive dry films at 325 million yuan, accounting for 4.08% [2] - The net profit for the same period was 668 million yuan, ranking 1st in the industry, exceeding the industry average of 51.964 million yuan and the median of 20.0225 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, Foster's debt-to-asset ratio was 19.74%, down from 23.52% year-on-year and significantly lower than the industry average of 49.56%, indicating strong solvency [3] - The gross profit margin for the same period was 11.09%, lower than the previous year's 15.56% but higher than the industry average of 6.43% [3] Group 3: Executive Compensation - Chairman Lin Jianhua's salary for 2024 is 753,600 yuan, a decrease of 145,800 yuan from 2023 [4] - General Manager Zhou Guangda's salary for 2024 is 785,700 yuan, down 66,200 yuan from 2023 [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 9.54% to 64,900 [5] - The average number of circulating A-shares held per shareholder increased by 10.55% to 40,200 [5] - Notable changes among the top ten circulating shareholders include a decrease in holdings by Hong Kong Central Clearing Limited and Guangfa High-end Manufacturing Stock A [5] Group 5: Market Outlook - According to Guojin Securities, Foster's revenue for the first three quarters of 2025 was 11.788 billion yuan, with a net profit of 688 million yuan, highlighting competitive improvements in the photovoltaic encapsulation film market [5] - Pacific Securities noted that the overseas layout is showing results, with the second phase of the Thailand project contributing to increased overseas revenue [6] - The company has adjusted its profit forecasts for 2025-2027, expecting net profits of 1.09 billion, 1.82 billion, and 2.65 billion yuan respectively, maintaining a "buy" rating [6]

赛伍技术成立于2008年11月4日，于2020年4月30日在上海证券交易所上市，注册地址和办公地址均为江苏 省苏州市。它是国内领先的高分子功能材料供应商，专注于胶黏剂相关材料研发与生产，具备深厚技术积 累和优质客户资源。 赛伍技术的主营业务是进行以胶黏剂为核心的薄膜形态高分子功能材料的研发、生产和销售，所属申万行 业为电力设备-光伏设备-光伏辅材，涉及光伏胶膜、医疗美容、小盘核聚变、超导概念、核电等概念板 块。 经营业绩：营收行业11/19，净利润行业16/19 2025年三季度，赛伍技术营业收入为20.39亿元，在行业19家公司中排名第11，行业第一名帝科股份为 127.24亿元，第二名福莱特为124.64亿元，行业平均数是43.92亿元，中位数为22.6亿元。主营业务构成 中，光伏材料9.69亿元占比71.63%，半导体、电气、交通运输工具材料(SET)2.89亿元占比21.34%等。当期 净利润为 -1.2亿元，行业排名16/19，行业第一名福斯特6.68亿元，第二名福莱特6.5亿元，行业平均数为 5196.4万元，中位数为2002.25万元。 资产负债率低于同业平均，毛利率低于同业平均 偿债能力方面， ...

董事长郝源增薪酬90.33万元，同比增加30.09万元 聚赛龙成立于1998年1月21日，于2022年3月14日在深圳证券交易所上市，注册地址和办公地址均为广东省 广州市。该公司是国内改性塑料领域的知名企业，专注改性塑料研发，具备技术与产品质量优势。 聚赛龙主营业务为改性塑料的研发、生产及销售，所属申万行业为基础化工 - 塑料 - 改性塑料，所属概念 板块包括小盘、光伏胶膜、微盘股核聚变、超导概念、核电。 经营业绩：营收行业第十三，净利润第十二 2025年三季度，聚赛龙实现营业收入11.47亿元，行业排名13/21，远低于行业第一名金发科技的496.16亿元 和第二名国恩股份的154.97亿元，也低于行业平均数47.45亿元和中位数13.79亿元。主营业务构成中，改性 PP 4.14亿元占比55.31%。当期净利润为3208.28万元，行业排名12/21，与第一名金发科技的6.36亿元和第 二名国恩股份的6.2亿元差距较大，低于行业平均数1.19亿元，略低于行业中位数3956.81万元。 资产负债率高于同业平均，毛利率低于同业平均 偿债能力方面，2025年三季度聚赛龙资产负债率为56.36%，高于去年同期的5 ...

筹码集中度方面，截至2025年三季度末，公司股东总户数为8122.00户，较上半年末增加了811户，增幅 11.09%；户均持股市值由上半年末的50.80万元增加至53.24万元，增幅为4.80%。 资料显示，上海海优威新材料股份有限公司位于中国(上海)自由贸易试验区龙东大道3000号1幢A楼 909A室，成立日期2005年9月22日，上市日期2021年1月22日，公司主营业务涉及特种高分子薄膜研 发、生产和销售。主营业务收入构成为：光伏封装材料行业86.75%，其他(补充)7.34%，其他行业 5.90%。 10月30日，海优新材发布2025年三季报。报告显示，公司前三季度营业收入为8.70亿元，同比下降 57.62%；归母净利润为-2.08亿元，同比增长16.43%；扣非归母净利润为-2.11亿元，同比增长16.73%； 基本每股收益-2.51元。 报告期内，海优新材基本每股收益为-2.51元，加权平均净资产收益率为-13.82%。 以10月30日收盘价计算，海优新材目前市盈率（TTM）约为-6.66倍，市净率（LF）约为2.48倍，市销 率（TTM）约为2.12倍。 2025年前三季度，公司毛利率为-2 ...

10月24日，拓日新能盘中下跌2.20%，截至13:53，报3.56元/股，成交5825.48万元，换手率1.16%，总市 值50.30亿元。 资金流向方面，主力资金净流入19.55万元，大单买入1222.72万元，占比20.99%，卖出1203.17万元，占 比20.65%。 机构持仓方面，截止2025年6月30日，拓日新能十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1810.20万股，相比上期增加533.15万股。 拓日新能今年以来股价跌10.10%，近5个交易日涨1.71%，近20日跌5.82%，近60日跌7.53%。 责任编辑：小浪快报 今年以来拓日新能已经5次登上龙虎榜，最近一次登上龙虎榜为7月15日，当日龙虎榜净买入167.17万 元；买入总计1.11亿元 ，占总成交额比10.79%；卖出总计1.10亿元 ，占总成交额比10.63%。 截至9月19日，拓日新能股东户数8.92万，较上期减少2.86%；人均流通股15603股，较上期增加2.94%。 2025年1月-6月，拓日新能实现营业收入5.09亿元，同比减少30.08%；归母净利润-6020.33万元，同比减 少369.79% ...

Core Viewpoint - Oriental Shenghong's stock price has shown fluctuations, with a year-to-date increase of 13.15% but a recent decline over the past five and twenty trading days [1] Group 1: Stock Performance - As of October 22, Oriental Shenghong's stock price was 9.29 CNY per share, with a market capitalization of 61.418 billion CNY [1] - The stock experienced a net inflow of 248.04 thousand CNY from main funds, with significant buying and selling activities [1] - The stock has seen a decrease of 2.72% over the last five trading days and a 6.07% decline over the last twenty trading days [1] Group 2: Financial Performance - For the first half of 2025, Oriental Shenghong reported operating revenue of 60.916 billion CNY, a year-on-year decrease of 16.36%, while net profit attributable to shareholders increased by 21.24% to 386 million CNY [2] - Cumulative cash dividends since the A-share listing amount to 4.429 billion CNY, with 1.322 billion CNY distributed in the last three years [3] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 3.29% to 83,000, while the average number of circulating shares per person increased by 3.40% to 79,654 shares [2] - Hong Kong Central Clearing Limited is the seventh largest circulating shareholder, holding 80.39994 million shares, an increase of 3.222 million shares from the previous period [3] Group 4: Company Overview - Oriental Shenghong, established on July 16, 1998, and listed on May 29, 2000, is based in Suzhou, Jiangsu Province, focusing on the research, production, and sales of civil polyester filament [1] - The company's main business revenue composition includes 61.04% from other petrochemical and chemical new materials, 18.82% from refined oil products, and 17.68% from polyester yarn [1]

Core Viewpoint - The stock of Lianhong New Materials has experienced fluctuations, with a year-to-date increase of 39.46% but a recent decline in the last five and twenty trading days [1][2]. Financial Performance - As of September 30, 2025, Lianhong New Materials reported a revenue of 4.568 billion yuan, a year-on-year decrease of 8.02%, while the net profit attributable to shareholders was 232 million yuan, reflecting a year-on-year growth of 30.32% [2]. - Cumulative cash dividends since the A-share listing amount to 929 million yuan, with 454 million yuan distributed over the past three years [3]. Shareholder Information - The number of shareholders increased to 64,800, up by 19.55% from the previous period, while the average circulating shares per person decreased by 16.36% to 20,585 shares [2]. - The top ten circulating shareholders include new entrants such as the Chemical ETF, holding 5.9999 million shares, while other significant shareholders have reduced their holdings [3]. Market Activity - As of October 22, 2023, Lianhong New Materials' stock price was 19.12 yuan per share, with a market capitalization of 25.536 billion yuan [1]. - The stock has seen a recent net inflow of main funds amounting to 330,900 yuan, with large orders accounting for 5.67% of purchases and 4.54% of sales [1]. Business Overview - Lianhong New Materials, established on May 21, 2009, and listed on December 8, 2020, specializes in the research, production, and sales of new material products [1]. - The company's main revenue sources include polypropylene special materials (27.50%), ethylene-vinyl acetate copolymer (26.28%), and other products [1]. Industry Classification - Lianhong New Materials is classified under the power equipment industry, specifically in photovoltaic equipment and auxiliary materials, with involvement in sectors such as photovoltaic film, biodegradable materials, and humanoid robots [1].